Are International Oil Companies Adapting to Climate Change Challenges?
As International Oil Companies (IOC) have now published their FY2016 results, let's compare their level of oil and gas production to see which one...
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DFRS Maritime Model Portfolio - 1 Year Performance with 38% Return
DFRS Maritime model portfolio – 1 year performance with 38% return Our portfolio defied a terrible year for the industry to produce a 38% return...
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Oil Majors 4Q16 Results: After a Difficult 2016, Sentiment Turning Positive for 2017
This report covers: Exxon Mobil Corp (XOM US), Chevron Corp (CVX US), Royal Dutch Shell PLC (RDSA LN), BP PLC (BP/ LN EQUITY), Total Sa (FP FP),...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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DFRS LPG Shipping Outlook 2017 - Recovery from Oversold Levels, but Not Out of Woods Yet
DFRS LPG Shipping Outlook 2017 -Recovery from oversold levels, but not out of woods yet We reiterate our Neutral view on the LPG shipping and...
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